Autopilot gives you the freedom to trade client accounts into more than 85,000 securities. Use the guidelines below to build Autopilot eligible model portfolios, and to check client accounts for ineligible securities before activating Autopilot.
Mutual Funds: Tradable
Individual Stocks: Tradable
Individual Bonds: Not tradable
REITS: Not tradable
CDs: Not tradable
Custom Securities: Not tradable
Foreign Securities: Not tradable
How do I check Model Portfolios for ineligible securities?
Securities not eligible for Autopilot will be flagged with an indicator that says "Ineligible for Autopilot". Check the list above to see which types of securities are eligible.
What will happen if I activate Autopilot for a client account which contains ineligible securities I don't want to trade out of? Autopilot will automatically lock non-tradable securities and will trade and rebalance the other tradable securities within the account. More information on locking holdings can be found in this article.